Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47900.17 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46505.22 Kr¶
PnL: ---------------------------------------> -383.35 Kr¶
DD now: ---------------------------------> -1.501 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 11:17:33.131267'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 3.640000 | 3260.400000 | 289.400000 | 9.740000 | 2971.000006 |
| HEBA B | 70 | 2.410000 | 2821.000000 | 185.000000 | 7.020000 | 2636.000010 |
| Corem Property Group B | 59 | 2.020000 | 625.990000 | 48.990000 | 8.490000 | 576.999999 |
| AcadeMedia | 12 | 1.840000 | 604.200000 | 47.200000 | 8.470000 | 557.000004 |
| Boozt | 12 | 0.430000 | 1693.200000 | 39.200000 | 2.370000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.940000 | 391.800000 | 36.800000 | 10.370000 | 355.000000 |
| MedCap | 2 | 2.470000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| OEM International B | 7 | 1.790000 | 555.800000 | 27.800000 | 5.270000 | 527.999997 |
| Resurs Holding | 22 | -0.440000 | 598.400000 | 24.400000 | 4.250000 | 573.999998 |
| HMS Networks | 2 | 1.340000 | 694.000000 | 21.000000 | 3.120000 | 673.000000 |
| SAAB B | 8 | -1.260000 | 3396.800000 | 19.800000 | 0.590000 | 3377.000000 |
| Intrum | 4 | 1.940000 | 546.400000 | 19.400000 | 3.680000 | 527.000000 |
| Coor Service Management Hold. | 8 | 2.620000 | 549.200000 | 17.200000 | 3.230000 | 532.000000 |
| Norva24 Group | 16 | -0.290000 | 558.400000 | 15.400000 | 2.840000 | 543.000000 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| FM Mattsson Mora Group B | 50 | -1.510000 | 2930.000000 | 3.000000 | 0.100000 | 2927.000000 |
| CTEK | 13 | 1.300000 | 536.900000 | 2.900000 | 0.540000 | 533.999999 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Securitas B | 6 | 1.170000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Swedbank A | 3 | -0.500000 | 564.450000 | 0.450000 | 0.080000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.790000 | 245.280000 | -0.720000 | -0.290000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.300000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Handelsbanken A | 5 | -0.140000 | 543.250000 | -2.750000 | -0.500000 | 546.000000 |
| Midsona B | 63 | 3.490000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Essity B | 2 | -1.280000 | 570.000000 | -4.000000 | -0.700000 | 574.000000 |
| Essity A | 4 | -0.870000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.300000 | 3438.240000 | -15.760000 | -0.460000 | 3453.999992 |
| Sampo Oyj SDB | 7 | -0.360000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.550000 | 562.000000 | -32.570000 | -5.480000 | 594.565215 |
| Vivesto | 1368 | -2.160000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Axfood | 13 | 0.070000 | 3663.400000 | -92.600000 | -2.470000 | 3756.000001 |
| OX2 | 18 | 0.250000 | 1452.600000 | -211.400000 | -12.700000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | 0.900000 | 2906.800000 | -455.200000 | -13.540000 | 3361.999992 |
| TOTAL | 46505.220000 | -383.350000 | -1.50056% | 46888.564618 |
Updated:¶
'2023-01-23 11:17:45.575950'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
